See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $16,148 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,710 | $65,061-39.0% | $143,757-72.4% | $66,914-40.7% |
| Participation rate | 97.1% | 65.2%+31.9pp | 80.3%+16.8pp | 69.8%+27.3pp |
| Annual return | -11.71% | -11.14%-0.6pp | -0.04%-11.7pp | 1.58%-13.3pp |
| Employer contribution / active EE | $2,265 | $2,361-4.0% | $4,951-54.2% | $2,544-11.0% |
| Participant deferral / active EE | $3,791 | $2,919+29.9% | $5,637-32.8% | $4,237-10.5% |
| Admin fee / account holder | $86 | $502-82.9% | $14,673-99.4% | $593-85.5% |